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Steward Partners Investment Advisory’s Samsara IOT Stock Holding History

Steward Partners Investment Advisory’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.9K Sell
2,095
-592
-22% -$18.3K ﹤0.01% 2789
2026
Q1 		$85.2K Sell
2,687
-9,349
-78% -$286K ﹤0.01% 2467
2025
Q4 		$427K Buy
12,036
+1,067
+10% +$41.3K ﹤0.01% 1517
2025
Q3 		$409K Buy
10,969
+357
+3% +$13.3K ﹤0.01% 1484
2025
Q2 		$422K Buy
10,612
+1,423
+15% +$58.8K ﹤0.01% 1384
2025
Q1 		$352K Buy
9,189
+8,814
+2,350% +$410K ﹤0.01% 1363
2024
Q4 		$16.4K Buy
375
+175
+88% +$8.61K ﹤0.01% 2888
2024
Q3 		$9.62K Buy
200
+100
+100% +$4.05K ﹤0.01% 2961
2024
Q2 		$3.37K Hold
100
– – ﹤0.01% 3158
2024
Q1 		$3.78K Buy
+100
New +$3.4K ﹤0.01% 3130

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Steward Partners Investment Advisory's IOT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Samsara (IOT) stake by 22% in Q2 2026, selling an estimated $18.3K and leaving 2,095 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

Steward Partners Investment Advisory first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $427K in Q4 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Steward Partners Investment Advisory held 2,095 shares of Samsara worth $67.9K as of Q2 2026.
  • Steward Partners Investment Advisory sold 592 Samsara shares in Q2 2026, an estimated $18.3K.
  • Samsara made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2789 holding.
  • Steward Partners Investment Advisory first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Samsara position peaked at $427K in Q4 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.